David Chin is a financial advisor at Insight Wealth Partners with 34 years of industry experience. He holds a Series 63 designation and has been with Insight Wealth Partners since 2010. Outside of his advisory role, he is also involved in selling insurance products as a licensed agent. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses by providing financial planning, portfolio management, referrals to third-party money managers, and pension consulting. The firm employs a blend of Modern Portfolio Theory–based asset allocation and specialized strategies, including a Synthetic Equity Portfolio approach, while conducting due diligence on managers and maintaining ongoing client engagement.

Holden Ziels is a CFP® and Series 66-registered advisor at Prestige Wealth Management with four years of industry experience. Prior to joining Prestige Wealth Management, he worked at Goldman Sachs for four years. Outside of his advisory role, he works part time at the Dallas Country Club and provides tax preparation services through an affiliated entity of his firm. Prestige Wealth Management serves individuals, trusts, estates, charitable organizations, and corporations, managing approximately $148 million across nearly 300 client relationships. The firm employs an asset-allocation investment approach and offers discretionary management, financial planning, retirement plan advisory, and coordinated tax services.

Alexandra Mc Connell is a financial advisor at QuadCap Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs and Van Atkins Jewelers. QuadCap Wealth Management serves individual and high-net-worth clients, trusts, estates, and charitable organizations with investment management and financial planning. The firm combines traditional advisory services with AI-enabled estate planning tools and integrated tax preparation, offering tailored asset allocations and comprehensive family office support.

Terri Herring is a financial advisor with Nobles & Richards Advisors, LLC in Plano, TX, holding Series 65 and Series 63 licenses with 15 years of industry experience. Her work history includes roles at Brown & Brown Securities, XLII Financial Services LLC, and Petrogrowth Energy Advisors, L.L.C. She also provides financial operations and accounting services as an independent contractor outside her advisory role. Nobles & Richards Advisors, LLC offers investment management, comprehensive financial planning, and consulting to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, municipalities, and businesses. The firm manages approximately $34 million in assets across 128 client relationships, employing a non-discretionary investment approach that utilizes fundamental and market analysis, and incorporates a range of investment vehicles tailored to client objectives.

Robert Mcmeen is a financial advisor at Parkway Wealth Management Group, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and Cabot Lodge Securities LLC. Outside of his advisory role, he is the owner of Century Tree Properties, LLC, a real estate brokerage. Parkway Wealth Management Group manages approximately $1.22 billion in discretionary assets and serves individuals, families, business owners, pension and profit-sharing plans, charitable entities, and institutional clients. The firm employs a personalized investment approach that includes diversified portfolios and offers portfolio management, financial planning, 401(k) plan advisory, and financial consulting services.

Connor Lane is a financial advisor at Bland Garvey Wealth Advisors, LLC in Richardson, TX, holding a Series 65 designation with three years of industry experience. He previously worked at American National Bank & Trust and has been affiliated with the University of North Texas since 2017. Bland Garvey Wealth Advisors provides investment management, retirement-plan advisory, and financial consulting services to individuals, charitable organizations, corporations, qualified retirement plans, trusts, and small businesses. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily utilizing passively managed asset-class mutual funds and model portfolios.

Anne Robinson is a financial advisor at QuadCap Wealth Management, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. QuadCap Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm utilizes a combination of equities and fixed income in customized asset allocations and incorporates a third-party AI-enabled platform to assist with estate planning and service delivery.

Alton Thompson is a financial advisor at Worth Asset Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Worth Financial Group and Lenovo. Outside of his advisory role, he engages in part-time sales work for two small companies, TAP Innovations and Dealer Detail Services, focusing on generating sales leads. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a mix of security analysis methods, offers both discretionary and non-discretionary management, and collaborates with outside managers and sub-advisors while maintaining overall advisory responsibility.

Gavin Baker is a CFP® with three years of industry experience, currently serving as a financial advisor at Parkway Wealth Management Group, LLC. His prior work includes roles at Raymond James Financial and Cabot Lodge Securities. He is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group, LLC manages approximately $1.22 billion in discretionary assets, serving individuals, families, business owners, pension and profit-sharing plans, charitable entities, and other institutional clients. The firm employs a holistic, personalized investment approach, using diversified portfolios and a range of strategies from conservative to aggressive.

Bradley Chrustawka is an advisor at Peak American Investment Advisors, Inc. with zero years of industry experience. He was previously self-employed from 2010 to 2024 before joining Peak American in 2024. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning. The firm integrates tax strategy and insurance coordination into retirement and income planning and uses a combination of technical and fundamental analysis for portfolio construction.

Dewayne Nelson Jr. is a financial advisor with Collective Wealth Advisors LLC in Coppell, TX, holding Series 63 and 66 designations and bringing 32 years of industry experience. He previously worked at GENEOS Wealth Management Inc. and has operated as a sole proprietor. Outside of finance, Mr. Nelson serves as an interim pastor for St. Peter Lutheran Church, contributing to worship and religious education. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans. The firm employs a client-centered approach, utilizing third-party account administration and multiple sub-advisors to manage diversified portfolios, and is notable for offering educational seminars alongside its fiduciary services.

Paul Hofland is a financial advisor with Nexus One Financial Advisors LLC in Plano, TX, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior roles include positions at Retirement Planners of America and NYLife Securities LLC. He is also a licensed insurance agent, spending a portion of his time on insurance sales and implementation. Nexus One Financial Advisors LLC serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plans with discretionary wealth management, portfolio management, and financial planning. The firm emphasizes customized, long-term portfolio construction using diversified mutual funds, ETFs, and other investment vehicles, and manages about $552 million in assets across a six-advisor team.

Natalie Floyd is a financial advisor at Worth Asset Management in Dallas, TX, holding a Series 65 license with three years of industry experience. She has been with Worth Asset Management since 2023 and also teaches first grade students at Trinity Christian Academy. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans, offering additional financial planning and insurance-related advice. The firm uses a diverse mix of security analysis methods, employs outside managers and sub-advisors, and conducts quarterly account reviews tailored to client objectives.

Kenneth Hast is a financial advisor at Crescent Advisor Group, Inc. with 12 years of industry experience. He holds the Series 66 credential and has previously worked at Realta Equities, Inc., Crescent Securities, and Titan Securities. Hast is also involved as a partner in Hast Financial Group, an investment advisory firm serving insurance company clients. Crescent Advisor Group, Inc. provides financial planning and portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and non-profits. The firm uses a combination of technical and fundamental analysis and offers a range of investment strategies, along with due diligence and monitoring of third-party advisers.

David Richards is a financial advisor at Generational Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Talis Advisory Services since 2015. Outside of advising, Richards owns an aircraft consulting business and serves as a captain for American Airlines. Generational Wealth Advisors provides discretionary investment management and financial planning to a diverse client base, using a multi-team model and a long-term, strategic investment approach grounded in Modern Portfolio Theory.

Tony Kim is a financial advisor at WealthStar Advisors, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with WealthStar Advisors since 2015. He also has a long tenure with IDS Life Insurance Company dating back to 1999. WealthStar Advisors serves individuals, high-net-worth clients, and small business owners by providing investment advice, discretionary portfolio management, and comprehensive financial planning. The firm uses a quantitative, customized approach incorporating client questionnaires, optimization models, and option strategies, including a proprietary Equity Substitution Strategy that employs fixed-income vehicles paired with long-dated equity options.

Matthew Oberst is a financial advisor at Trinity Portfolio Advisors, LLC in Plano, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Trinity since 2009 and at MassMutual Financial Group since 2006. Outside of his advisory role, he is a 2% owner of All Season Greens, LLC, a company that produces hydroponic systems for growing living greens for both animal and human consumption. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for nearly 700 clients. The firm offers financial planning, consulting, and investment management services to a diverse client base, employing a risk-assessed, probability-based investment approach that integrates fundamental and technical analyses alongside proprietary model portfolios.

Christian Patterson is a CFP® with eight years of experience in the financial advisory industry. He is currently with Quadcap Wealth Management, LLC and previously worked at Exencial Wealth Advisors and Downs Saffiotti & Boudreaux, LLP. QuadCap Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm combines equities and fixed income in customized asset allocations and uses an AI-enabled platform to assist with estate planning documents, alongside traditional advisory services.

Christopher Soviero is a financial advisor at DHL Wealth Management LLC in Richardson, TX, holding a Series 66 license with seven years of industry experience. His prior roles include positions at UBS, Commerce Trust, Hillcrest Bank, and Wells Fargo. DHL Wealth Management LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, offering estate-planning referrals and educational seminars. The firm employs a long-term investment approach based on modern portfolio theory and manages assets through custodial services at Schwab Institutional and third-party managers when appropriate.

Nicholas Lehman is a financial advisor at Spectrum Advisors, Inc. in Plano, TX, with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Advice and Planning Services and TIAA. Spectrum Advisors serves individuals, families, trusts, estates, charitable organizations, private business owners, and qualified retirement plans, offering portfolio management, financial planning, and consulting services. The firm manages approximately $160 million in client assets, employs a customized investment approach based on client risk tolerance and fundamental analysis, and operates five offices with a team of four advisors.